Microsoft le Anthropic ba tiisa selekane sa leano le NVIDIA: Claude o fihla Azure mme lebelo la AI lea potlakisa

'Mapa oa matla ka har'a IA generativa Ho nka nako e 'ngoe ka tumellano ea litsela tse tharo: Microsoft, NVIDIA, le Anthropic li phatlalatsa tšebelisano e tlisang mehlala ea Claude ho Azure le ho bokella phallo e kholo ea lichelete., ho hauhela ba lokelang khetha AI e ntle ka ho fetisisaHo qala ho ikemiselitse ho fumana $ 30.000 limilione tse likete ka matla a khomphutha Ts'ebeletso ea maru ea Microsoft e se e u lumella ho etsa konteraka ea matla a ho fihlela ho gigawatt e le 'ngoe.

Ts'ebetso ha e kenye mesifa ea tekheniki feela; e boetse e hlophisa bocha lilekane tsa lekala. Microsoft E boloka sehokelo sa eona le OpenAI, empa bula ho mekhoa e meng e kang Anthropic mme e matlafatsa kamano ea eona le NVIDIA ho tšehetsa tlhokahalo e ntseng e hola ea khomphutha ho computación en la nubeSephetho: mefuta e mengata eo u ka khethang ho eona ho Azure le tlholisano e kholo har'a bafani. AI ea khoebo.

Microsoft, NVIDIA le Anthropic li lumellane ka eng?

Pelo ea tumellano e kenyelletsa boitlamo bo tharo: ea pele, Anthropic e tla kenya Claude ho Microsoft AzureKa lehlakoreng le leng, k'hamphani e tla tsetela ho eona infraestructura en la nube ka tekanyo e sa lebelloang; 'me, ho feta moo, NVIDIA le Microsoft li tla kenya letsoho ho kenya chelete ho qala. Ho latela phatlalatso, NVIDIA e tla tsetela ho fihlela ho $10.000 bilione y Microsoft ho fihlela ho limilione tse 5.000 ka Anthropic.

Tumellano e kenyeletsa phihlello e khethehileng bakeng sa Anthropic ho Microsoft FoundryLenaneo la Azure la ho aha le ho phahamisa mehlala, le tšebelisano e tebileng ea tekheniki le NVIDIA. Ea morao-rao e tla shebana le ho ntlafatsa ts'ebetso, katleho, le litšenyehelo tse felletseng tsa beng ba mehlala ea Claude ho aceleradores de IA, ha a ntse a futuras arquitecturas GPU bakeng sa mesebetsi ea hau.

Claude o lula Azure mme o ikopanya le lelapa la Copilot

Bakeng sa bareki ba likhoebo tsa Azure, ts'ebetso e fetolela ho Likhetho tse ling tsa mohlala ho tloha letsatsing la peleAnthropic e tla etsa hore mefuta ea eona e tsoetseng pele e fumanehe ho Foundry: Claude Sonnet 4.5, Claude Opus 4.1 y Claude Haiku 4.5ho eketsa tshehetso bakeng sa mefuta e mengataKa tlatsetso ena, joale Claude o tla ba teng ho maru a mararo a maholo ea 'maraka, ho atolosa mefuta e mengata ea khetho bakeng sa bahlahisi le lihlopha tsa IT.

Microsoft e boetse e ikemiselitse ho boloka kopano ea Claude tsamaisong ea eona ea tlhahiso ea tikoloho: GitHub Copilot, Microsoft 365 Copilot le Copilot StudioBakeng sa mekhatlo e seng e ntse e emetsoe ke lits'ebeletso tsa Azure le Microsoft, sena se bolela ho khona ho fetoha lipakeng tsa malapa a mohlala (OpenAI kapa Anthropic) ho latela linyeoe tsa ts'ebeliso, litšenyehelo le ho latela melao.

Khomphutha ea nako e kholo: ho fihla ho 1 GW le lisebelisoa tsa moloko o latelang

Boitlamo ba k'homphieutha ba Anthropic bo ikemiselitse ho holimo: ho fihlela ho 1 gigawatt ea matla, ho sebelisa leqhubu le latelang la li-platform tsa NVIDIA, ho kenyeletsa le litsamaiso Grace Blackwell y Vera RubinTšebelisano-'moho ea tekheniki e tla batla ho fumana molemo ka ho fetisisa ho hardware eo bakeng sa koetliso le tlhaloso ea mehlala ea moloko o latelang.

Ho sa le joalo, likhakanyo ka hare ho sebaka sa lekala Litsenyehelo tsa ho haha ​​​​setsi sa data sa sehlopha sena se ka bang $ 50.000 limilione tse likete, ea efe Karolo ea bohlokoa haholo e ka ea ho li-chip tsa AI le li-acceleratorLe ha e se karolo ea tumellano ka boeona, e fana ka mohopolo oa boholo ba lits'ebetso tseo lisebelisoa tsa cloud computing.

Mohato oa maano khahlano le OpenAI

Tumellano e tla ka mor'a liphetoho tšebelisanong pakeng tsa Microsoft le OpenAI tse phomolitseng likarolo tse ling tse ikhethileng. Seqhenqha sa theknoloji se thehiloeng Redmond e na le karolo ea 27% ho moetsi oa ChatGPT, ea bohlokoa ka hare ho pota Lidolara tse limilione tse likete tse 135.000Empa e fumana sebaka sa ho kenyelletsa batho ba boraro joalo ka Anthropic tlhahisong ea eona ea leru, ntho eo, ho latela mecha ea litaba ea US, e thusitseng ho koaloa ha tumellano ena.

Molaetsa oa Microsoft o hlakile: eketsa potefolio ea hau ea mehlala ea bareki 'me u se ke ua itšetleha ka mohloli o le mong, ho matlafatsa eona leano la maru a mangataBakeng sa Anthropic, ts'ebetso ena e matlafatsa boikemelo ba eona mme e e lumella ho hola lik'hamphani ntle le ho tela lilekane tse ling tseo e seng e ntse e e-na le tsona tikolohong e hlahisang AI.

Lichelete tse chitja le karabelo ea 'maraka

Sekema sa lichelete se latela mohopolo o seng o bonoe litumellanong tse ling lefapheng lena: lik'hamphani tse kholo tsa theknoloji Ba kenya chelete ho bahlahisi ba AI bao, le bona, ba sebelisang libilione marung le lisebelisoa tsa bona. Karolo ea chelete e tsetelitsoeng e khutlisoa e le lekeno la lits'ebeletso le li-chips.potoloho eo bahlahlobisisi ba bangata ba e hlalosang e le lichelete tse chitja.

Anthropic, haele hantle, e boloka litumellano le barekisi ba bangAmazon e ikemiselitse Lidolara tse limilione tse likete tse 8.000 mme Google e phatlalalitse merero ea ho fana ka ho fihlela TPU ea milione e le 'ngoe ho qala. 'Marakeng oa setoko, phatlalatso e tsamaellana le ho fokotseha ha li-indices tse kholo le marotholi a intraday hoo e ka bang 1%. 3% ho Microsoft le ho pota 3% ho NVIDIA, boemong ba ho tšoha ka ho khoneha tsitsipano ea boleng e amanang le feberu ea AI.

Ke liphetoho life bakeng sa likhoebo tsa Spain le EU

Bakeng sa lik'hamphani tsa Spain le tsa Europe tse nang le meroalo ea mesebetsi Azure, ho fihla ha Claude E holisa mefuta e mengata ea bafani ba mefuta e tsoetseng pele ntle le ho siea lisebelisoa tsa Microsoft.Sena se nolofalletsa taolo le taolo ea data, ho sebelisa libaka tsa Europe Azure le tse fapaneng mefuta ea maru le ho hokahanya lipehelo le meralo e kang GDPR le Molao oa AI oa Europe o hlahang.

Ha e le hantle, mekhatlo e tla khona ho hlahloba Claude khahlanong le malapa a mang a mohlala ka tlhahiso (Copilot), nts'etsopele ea software (GitHub Copilot), kapa ho sebetsa ka mokhoa o ikemetseng, ho lekanya boleng ba likarabo, litšenyehelo, le litlhoko tsa taolo. Ho feta moo, tlholisano ea 'maraka oa maru oa Europe e beha khatello ho bafani ho potlakisa likarolo tsa ts'ireletso le traceability.

Leha ho le joalo, tumellano ena e kopanya mekhoa e mengata ea hona joale: Matsete a mangata ho likhomphutha, likamano lipakeng tsa maru, lichifi le mehlala, le peiso ea ho kopanya AI lisebelisoa tsa mosebetsi.Haeba tumellano e phethiloe -$ 30.000 limilione tse likete ho Azure, hasta 1 GW bokhoni le matsete a kopaneng a tsoang ho NVIDIA le Microsoft-, lik'hamphani tsa Europe li tla bona lethathamo la tsona la likhetho bakeng sa ho tsamaisa AI ka tekanyo e kholo, ha ka nako e ts'oanang li tobane le litlhoko tse kholo tsa taolo le ts'ebetso.

Alberto Navarro

Ke motho ea chesehelang theknoloji ea fetotseng lithahasello tsa hae tsa "geek" hore e be mosebetsi. Ke qetile lilemo tse fetang 10 tsa bophelo ba ka ke sebelisa theknoloji ea morao-rao le ho thekesela ka mefuta eohle ea mananeo ka lebaka la bohelehele. Hona joale ke sebetsa ka ho khetheha theknolojing ea k'homphieutha le lipapaling tsa video. Lebaka ke hore ka lilemo tse fetang 5 ke 'nile ka sebetsa ho ngolla liwebsaete tse fapa-fapaneng ka theknoloji le lipapali tsa video, ke etsa lihlooho tse batlang ho u fa boitsebiso boo u bo hlokang ka puo e utloisisoang ke bohle.

Haeba u na le lipotso, tsebo ea ka e tloha ho tsohle tse amanang le sistimi ea ts'ebetso ea Windows hammoho le Android bakeng sa mehala ea cellular. 'Me boitlamo ba ka ke ho uena, ke lula ke ikemiselitse ho qeta metsotso e seng mekae le ho u thusa ho rarolla lipotso leha e le life tseo u ka bang le tsona lefatšeng lena la Marang-rang.